See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,242 | $70,669+17.8% | $169,368-50.9% | $75,163+10.7% |
| Participation rate | 79.3% | 64.8%+14.5pp | 77.1%+2.2pp | 67.2%+12.1pp |
| Annual return | 11.88% | 36.36%-24.5pp | 405.60%-393.7pp | 160.62%-148.7pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,102 | $4,311+134.4% | $6,221+62.4% | $4,125+144.9% |
| Admin fee / account holder | $5,767 | $5,402+6.8% | $9,003-35.9% | $5,651+2.1% |